Boston, MACIK 17778134 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
49 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 1.93M | $359.06M | 7.6% | +1.35M | Added |
| 2 | Ciena Corp | 1.43M | $334.02M | 7.1% | +27.5K | Added |
| 3 | Unity Software Inc | 6.63M | $292.65M | 6.2% | +513.9K | Added |
| 4 | Pure Storage Inc |
| 4.18M |
| $279.95M |
| 5.9% |
| +79.3K |
| Added |
| 5 | Astera Labs Inc | 1.61M | $268.04M | 5.7% | +1.55M | Added |
| 6 | Coherent Corp | 1.24M | $227.99M | 4.8% | +321.5K | Added |
| 7 | Micron Technology Inc | 738.9K | $210.89M | 4.5% | +14.0K | Added |
| 8 | Alphabet Inc | 514.3K | $160.99M | 3.4% | −35.9K | Reduced |
| 9 | Amazon Com Inc | 687.8K | $158.76M | 3.4% | +28.9K | Added |
| 10 | Lumentum Hldgs Inc | 382.8K | $141.10M | 3.0% | −274.2K | Reduced |
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